Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.115 | 0 | 66 |
| 1 month | -0.091 | 0 | 37 |
| 3 months | -0.115 | 0 | 66 |
| 1 year | 0.007 | 0 | 48 |
| 3 years | 0.071 | 0 | 44 |
| 5 years | 0.135 | 0 | 54 |
| 10 years | 0.111 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.296 | — |
| 2023 | 0.275 | — |
| 2022 | -0.218 | — |
| 2021 | 0.227 | — |
| 2020 | 0.242 | — |
| 2019 | 0.297 | — |
| 2018 | 0.052 | — |
| 2017 | 0.057 | — |
| 2016 | 0.161 | — |
| 2015 | 0.052 | — |
| 2014 | 0.164 | — |
| 2013 | 0.335 | — |
| 2012 | 0.037 | — |
| 2011 | -0.023 | — |
| 2010 | 0.221 | — |
| 2009 | 0.183 | — |
| 2008 | -0.162 | — |
| 2007 | 0.150 | — |
| 2006 | 0.013 | — |
| 2005 | 0.211 | — |
| 2004 | 0.021 | — |
| 2003 | 0.091 | — |
| 2002 | -0.290 | — |
| 2001 | -0.165 | — |
| 2000 | 0.053 | — |
| 1999 | 0.377 | — |
| 1998 | 0.189 | — |
| 1997 | 0.239 | — |
| 1996 | 0.139 | — |
| 1995 | 0.303 | — |
| 1994 | -0.039 | — |
| 1993 | 0.179 | — |
| 1992 | 0.398 | — |
| 1991 | 0.315 | — |
| 1990 | -0.223 | — |
| 1989 | 0.390 | — |
| 1988 | 0.076 | — |
| 1987 | -0.261 | — |
| 1986 | 0.115 | — |
| 1985 | 0.171 | — |
| 1984 | -0.017 | — |
| 1983 | 0.388 | — |
| 1982 | 0.258 | — |
| 1981 | 0.011 | — |
| 1980 | 0.686 | — |
| 1979 | 0.113 | — |
| 1978 | 0.029 | — |
| 1977 | 0.051 | — |
| 1976 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.138 | 0.055 | -0.021 | 0.103 |
| 2023 | 0.071 | 0.071 | 0.013 | 0.097 |
| 2022 | -0.069 | -0.184 | 0.055 | -0.023 |
| 2021 | 0.001 | 0.121 | 0.048 | 0.045 |
| 2020 | -0.075 | 0.198 | 0.062 | 0.055 |
| 2019 | 0.128 | 0.090 | 0.055 | 0 |
| 2018 | -0.029 | 0.138 | 0.092 | -0.129 |
| 2017 | 0.044 | -0.030 | -0.001 | 0.045 |
| 2016 | -0.024 | 0.059 | 0.037 | 0.083 |
| 2015 | 0.073 | -0.071 | -0.068 | 0.133 |
| 2014 | -0.023 | 0.041 | 0.079 | 0.061 |
| 2013 | 0.193 | 0.031 | 0.023 | 0.060 |
| 2012 | 0.108 | -0.050 | 0.027 | -0.041 |
| 2011 | 0.011 | 0.000 | -0.109 | 0.084 |
| 2010 | 0.110 | -0.104 | 0.058 | 0.160 |
| 2009 | -0.066 | 0.007 | 0.177 | 0.068 |
| 2008 | -0.136 | 0.024 | -0.033 | -0.020 |
| 2007 | 0.006 | 0.034 | 0.090 | 0.014 |
| 2006 | 0.039 | -0.070 | 0.021 | 0.026 |
| 2005 | 0.014 | 0.071 | 0.061 | 0.051 |
| 2004 | -0.010 | 0.015 | -0.015 | 0.031 |
| 2003 | -0.001 | 0.063 | 0.024 | 0.003 |
| 2002 | 0.028 | -0.154 | -0.168 | -0.017 |
| 2001 | -0.097 | 0.049 | -0.206 | 0.112 |
| 2000 | 0.124 | -0.010 | 0.074 | -0.119 |
| 1999 | 0.118 | 0.049 | -0.101 | 0.306 |
| 1998 | 0.106 | 0.028 | -0.129 | 0.200 |
| 1997 | 0.052 | 0.096 | 0.115 | -0.036 |
| 1996 | 0.087 | 0.054 | 0.025 | -0.030 |
| 1995 | 0.032 | 0.094 | 0.116 | 0.034 |
| 1994 | -0.032 | -0.058 | 0.048 | 0.006 |
| 1993 | 0.070 | 0.005 | 0.044 | 0.050 |
| 1992 | 0.101 | -0.096 | 0.091 | 0.288 |
| 1991 | 0.297 | 0.063 | -0.035 | -0.012 |
| 1990 | -0.022 | -0.003 | -0.231 | 0.036 |
| 1989 | 0.119 | 0.195 | 0.049 | -0.009 |
| 1988 | 0.074 | 0.050 | 0.013 | -0.058 |
| 1987 | 0.008 | 0.107 | 0.024 | -0.353 |
| 1986 | 0.126 | 0.057 | -0.108 | 0.051 |
| 1985 | 0.216 | 0.023 | -0.145 | 0.100 |
| 1984 | -0.092 | -0.015 | 0.213 | -0.094 |
| 1983 | 0.159 | 0.128 | 0.093 | -0.029 |
| 1982 | -0.094 | 0.011 | 0.092 | 0.258 |
| 1981 | -0.094 | 0.279 | -0.067 | -0.064 |
| 1980 | 0.152 | -0.164 | 0.310 | 0.335 |
| 1979 | 0.008 | 0.002 | 0.137 | -0.030 |
| 1978 | -0.063 | 0.293 | 0.080 | -0.213 |
| 1977 | -0.007 | 0.088 | -0.041 | 0.014 |
| 1976 | 0.020 | -0.083 | 0.042 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.043 |
| 3 years | 0.053 |
| 5 years | 0.123 |
| 10 years | 0.105 |